Franklin India Feeder Franklin US Opp Fund (Equity, International)

High
7 yrs 7 monthsStarted on:06 Feb 2012
₹ 915.21 Cras on: 19 Aug 2019
Long Term Horizon
1.59%
Capital Appreciation

Minimum Investment

  • ₹ 5000.00 for Lumpsum

Investment Objective

The fund seeks to provide capital appreciation by investing predominantly in units of Franklin U.S. Opportunities Fund, an overseas Franklin Templeton mutual fund, which primarily invests in securities in the United States of America. The fund principally invests in small, medium and large capitalisation U.S. companies with strong growth potential across a wide range of sectors.

Exit Load

w.e.f 01/09/2014 Entry Load: Nil, Exit Load: 1% if redeemed/switched-out within 3 Years from the date of allotment: For SIP/STP, basis registration date

Scheme Documents

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Tenure

TenureReturns (CAGR)
YTD27.31
1 Month1.14
3 Month4.79
1 YR8.43
2 YR20.57
3 YR16.77

SIP Returns

TenureReturns (CAGR)
1 YR17.61
2 YR17.37
3 YR18.1
5 YR14.91

Portfolio

Company Name% Assets

Top Sectoral Holdings

Sector Name% Assets
Financial99.84

Indicators

LabelValue
Standard Deviation14.88%
Beta1%
Sharpe Ratio0.68

Srikesh Nair

Mr. Nair is a B.S. Marine Engineering from BITS Pilani and holds a Post Graduate Diploma in Management from Management Development Institute, Gurgaon.
Prior to joining Franklin Templeton Asset Management (India) Pvt. Ltd. he has worked with Goldman Sachs Services Private Limited (Apr 2011 - May 2015) as an Analyst and Teekay Shipping (Oct 2007 - Apr 2008 ) as a Trainee Marine Engineer

Other Funds Managed by Srikesh Nair